+2,047.2%
EVRG vs CASY
+36,294.0%
-34,246.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -1.0% | -11.3% | +10.3% | +0.8% |
| 3M | +0.4% | -0.6% | +1.0% | -0.1% |
| 6M | -0.8% | +10.7% | -11.6% | -3.2% |
| YTD | +15.3% | +37.1% | -21.8% | +8.8% |
| 1Y | +17.9% | +52.3% | -34.4% | +9.2% |
| 3Y | +71.9% | +215.2% | -143.3% | +40.1% |
| 5Y | +45.3% | +276.5% | -231.2% | +14.4% |
| 10Y | +113.1% | +508.4% | -395.3% | +54.4% |
| All | +2,047.2% | +36,294.0% | -34,246.8% | +947.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling